What Is Ecm?

Atle Skjekkeland Vice President, AIIM What is Enterprise Content Management?

What is ECM? ,[object Object],The strategies, methods and tools used to capture, manage, store, preserve, and deliver content and documents related to key organizational processes. CAPTURE MANAGE STORE PRESERVE DELIVER

[object Object],[object Object],[object Object],What ECM covers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Unstructured information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Structured information

Why ECM? Why do end users care about ECM? COST-DRIVEN USERS - Improve efficiency - Reduce costs - Increased profits/Better performance CUSTOMER-DRIVEN USERS - Better customer service - Leadership/Competitive advantage - Faster turnaround/Improved response RISK-DRIVEN USERS - Compliance - Risk management/Business continuity

Why do end users care about ECM?

1. What is ECM? 14. Success Factors 8. Metadata & Indexing 13. Legislation, Standards, Regulation 3. Store 4. Manage 5. Preserve 6. Deliver 7. Re-purposing 10. Search & Retrieve 11. Controls & Security 12. Interfaces… 2. Capture 9.Classification ECM Concepts

2. Capture 1. What is ECM? 14. Success Factors 8. Metadata & Indexing 13. Legislation, Standards & Regulation 3. Store 4. Manage 5. Preserve 6. Deliver 7. Repurposing 10. Search & Retrieve 11. Controls & Security 12. Interfaces & Legacy Systems 2. Capture 9.Classification

2. Capture ,[object Object],ECM system Capture

3. Storage ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

3. Manage - Key ECM technologies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

3. Manage – Document Centric Collaboration ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

3. Manage - Document Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

3. Manage - Electronic Records Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

3. Manage - Web Content Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],3. Manage – Business Process Management Design & Simulation Services Monitoring Services Process Registry Orchestration ( Workflow ) Engine Rules Engine Integration Services Content / Data Repositories

4. Preserve ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

6-7. Deliver & Repurposing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

8. Metadata ,[object Object],[object Object]

8. Metadata - types ,[object Object],[object Object],[object Object],[object Object],[object Object]

8. Metadata - standards ,[object Object],[object Object],[object Object],Creator Title Subject Contributor Date Description Publisher Type Format Coverage Rights Relation Source Language Identifier

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],8. Metadata – vocabularies (1)

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],8. Metadata – vocabularies (2)

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: Taxonomy Strategies 8. Metadata – manual process

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: Taxonomy Strategies 8. Metadata – automated

9. Classification Classification: “ the systematic identification and arrangement of business activities and/or records into categories according to logically structured conventions, methods and procedural rules represented in a classification system” Source: MoReq

9. Classification - examples Dewey Decimal System Personal Classification Faceted Classification

9. Classification - benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

9. Classification - issues ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

9. Classification - taxonomies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

9. Classification - taxonomies

9. Classification - ontology Capturing all the uses of ice cream… A complete ontology would account for more relationships and properties. Source: Roz Chast, The New Yorker

9. Classification - folksonomy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

10. Search & Retrieval ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

10. Search & Retrieval - Browsing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

10. Search & Retrieval - Search ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

10. Search & Retrieval - Search Source: CMS Watch

10. Search & Retrieval - Findability ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

10. Search & Retrieval - Content Finding Us ,[object Object],[object Object],[object Object],[object Object],[object Object]

11. Security & Access Control ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Key components of access control: Mechanisms that help implement access control:

11. Security & Access Control - Authoritative content ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The characteristics of an authoritative content:

11. Security & Access Control - Digital Rights Management ,[object Object],[object Object],[object Object],[object Object],[object Object]

12. Integration - goals ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],12. Integration - SOA

12. Integration - SOA Intranet Extranet B2B PDA Office software Internet 3g phone Service delivery channels Web application XML Rendition Encapsulation XML XML Cross-system business logic XML XML XML XML Accounting system Business application Business intelligence system E-mail system Back office IT services Contact mgmt EDMS, ERMS Workflow mgmt

[object Object],[object Object],[object Object],[object Object],[object Object],Next Step?

AIIM ECM Certificate Program ECM Strategy ECM Concepts ECM Process ECM Case

[object Object],[object Object],[object Object],[object Object]

What Is Ecm?

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